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457 hedge funds and large institutions have $7.44B invested in Oshkosh in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $6.55B → $7.44B (+$896M)

7% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $16.6M

0% more funds holding

Funds holding: 455457 (+2)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

1.24% less ownership

Funds ownership: 92.36%91.12% (-1.2%)

Holders
457
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
6.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
158
Reduced
163
Closed
56
Calls
$17.8M
Puts
$16.6M
Net Calls
+$1.24M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Thompson Investment Management
Wisconsin
$15.9K +$1.45K +13 +11%
BSB
402
Bangor Savings Bank
Maine
$15.3K
MFC
403
Mechanics Financial Corp
Ohio
$14.3K +$7.24K +65 +130%
FP
404
Financial Perspectives
Minnesota
$14.2K +$111 +1 +0.9%
PTC
405
Private Trust Company
Ohio
$14.1K
PPC
406
Park Place Capital
Alabama
$13.7K -$31.5K -283 -72%
PA
407
PSI Advisors
Florida
$13.5K
EBA
408
Eagle Bay Advisors
New York
$12.8K -$1.23K -11 -10%
DJSG
409
D.J. St. Germain
Massachusetts
$12.5K
N
410
Natixis
France
$9.73K +$1.67K +15 +24%
PWMG
411
Private Wealth Management Group
New Jersey
$9.1K
S
412
Sachetta
Massachusetts
$7.91K
CJ
413
Caitlin John
Michigan
$7.48K
GEA
414
Glen Eagle Advisors
New Jersey
$6.69K
FWM
415
FSA Wealth Management
Massachusetts
$6.61K
JWA
416
JFS Wealth Advisors
Pennsylvania
$6.36K
RS
417
Rakuten Securities
Japan
$6.36K +$5.68K +51 New
HCM
418
Hollencrest Capital Management
California
$6.29K
GJIA
419
Glass Jacobson Investment Advisors
Maryland
$5.36K +$4.79K +43 New
TCOV
420
Trust Company of Vermont
Vermont
$4.74K
AF
421
Allworth Financial
California
$4.24K -$334 -3 -8%
CB
422
CNB Bank
Pennsylvania
$4.24K
Mitsubishi UFJ Asset Management
423
Mitsubishi UFJ Asset Management
Japan
$4.24K
UB
424
UMB Bank
Missouri
$4.12K +$1.89K +17 +106%
SWM
425
Spire Wealth Management
Virginia
$3.97K -$334 -3 -9%

OSK Hedge Fund Activity: Q1 2024 in Review

457 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2024, worth a combined $7.44B — up 14% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new OSK positions and 56 closed out — a net gain of 9 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 457 institutional investors held Oshkosh (OSK) as of Q1 2024, up from 455 in Q4 2023.
  • Funds reported $7.44B of Oshkosh stock for Q1 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Oshkosh positions in Q1 2024 and 56 closed out, a net change of +9 holders.
  • The largest Oshkosh buyer in Q1 2024 was BlackRock, an estimated $102M added.
  • The largest Oshkosh seller in Q1 2024 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2024.